What if that same classic game could help revolutionize your retirement financial decisions?
Whether in 1-5 years, 6-10 years, or 11+ years, this game can help you determine how much money you need for each goal on the board and where to invest it.
Listen to Brett simplify the financial decision-making process in retirement by asking key questions such as “When do I need my money? ” “How much do I need?” and “Where should I invest?”
Brett discusses:
Using Tic Tac Toe to simplify retirement planning
Categorizing your retirement money and determining how much you need for each goal
Understanding the tax status of your retirement accounts and investing accordingly
Maximizing the benefits of tax-free accounts for tax-free growth
Building confidence in your retirement financial decisions
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Investing inevitably entails risk, but having the knowledge of how to handle and mitigate that risk can significantly impact your success.
Our latest episode features Jeremy Deering, an accomplished portfolio director, who provides a comprehensive understanding of risk management in investing and offers valuable insights on effectively navigating it.
In this episode, Jeremy shares his expertise on managing risk within a portfolio, explains the concept of diversification, and provides crucial information on the price-to-earnings ratio and other related topics.
In this episode, Jeremy covers a variety of important topics, including:
The individualized nature of risk and how to comprehend its meaning
The two primary risks that often arise in discussions between investors and advisors, and how to manage them effectively
Effective communication with your advisor regarding risk and portfolio construction
Jeremy Deering is an experienced Portfolio Director with a strong background in the investment management industry. He has a proven track record of success in the areas of Asset Management, Portfolio Construction, and Institutional Sales/Marketing.
Jeremy is highly skilled in developing and managing portfolios, as well as identifying and analyzing investment opportunities. Additionally, He has a strong understanding of the institutional sales and marketing process, which enables him to effectively communicate investment strategies and recommendations to clients.
Jeremy is a graduate of Baker University, where he received a comprehensive education in business and finance. With a keen eye for detail and a commitment to excellence, Jeremy is a results-oriented professional who is dedicated to delivering exceptional value to clients.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Navigating the probate process can be daunting and emotionally challenging for anyone dealing with losing a loved one. As an executor, heir, or interested party, it is essential to have a clear understanding of the legal process involved in probate and the critical role that an estate executor and attorneys can play in facilitating the proceedings.
In this episode, attorney Corbin King shares his insights and experiences to help listeners understand the probate process and navigate it successfully.
Through his discussion, King highlights the importance of having an estate executor who can help facilitate the probate process and avoid disputes among heirs. He also touches on the critical role that attorneys can play in navigating the complexities of probate and ensuring that the wishes of the deceased are respected.
Corbin discusses:
Understanding what probate is and the legal process involved
The crucial role that estate executors can play in facilitating probate and preventing disputes among heirs
The ways in which attorneys can help navigate the complexities of probate and ensure that the wishes of the deceased are honored
Tips for dealing with the emotional challenges that can arise during probate
Indiana probate lawyer Corbin King takes a practical and personal approach to client service in estate planning, probate and elder law issues. With more than three decades of experience, he provides clarity, guidance and counsel to people as they deal with trust and estate matters, probate administration and the unique issues faced by the elderly.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Although often overlooked, estate planning is a crucial component of comprehensive financial planning, and neglecting to address it can have significant consequences.
In this episode, Brett and Cheri Brooks, CPA and Managing Director of Neuberger Berman Advisor Institute, discuss financial advisors’ crucial role as “quarterbacks” in guiding families through estate planning after losing a loved one.
Cheri also sheds light on the importance of having a comprehensive estate plan and introduces The Family Love Letter™ as a planning tool to help families navigate the complexities of this critical task.
Cheri discusses:
Why it’s important to engage a financial advisor in your estate planning decisions even after receiving your estate plan from an attorney
How to prevent family disputes
The Family Love Letter™ planning tool and how it can help families consolidate all of the necessary information and documents for estate planning and how it can help you
Cheri Brooks, CPA, Managing Director, joined the firm in 1993. Cheri is Business Developer and Head of the Neuberger Berman Advisor Institute (NBAI). Previously, Cheri was the Regional Vice President for the Midwestern territory for Neuberger Berman Intermediary Sales where she worked with 401(k) providers, insurance companies, banks, broker/dealers, and financial advisors. Prior to joining the firm, she was tax consultant with Arthur Andersen & Co. Cheri was on the board for the Chicago Women Investment Professionals (WIP) from 2003-08 and is currently an active member and board alum. She also served on the Advisory Board for Women’s Initiative Leading Lehman (WILL) from 2004-06 and the Co-Chair of WILL from 2007-08. Cheri was a recipient of the Lehman Brothers/Neuberger Berman’s Diversity Award for 3 consecutive years (2005-07) and is a former member of the Chicago Financial Women’s Association from 2003-06. Cheri received her BA in Accounting from Illinois Wesleyan University where she graduated cum laude. Cheri is a Certified Public Accountant.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Are you feeling uncertain about when to retire? What could you do to make more informed decisions about your Social Security benefits? Are you curious about how Social Security could impact your retirement income?
Tune in to this episode for helpful tips on how to make informed decisions about your benefits. Join Brett Ramsey as he unpacks everything you need to know about maximizing your retirement income with Social Security. Don’t miss out on critical takeaways that could impact your Social Security benefits – start listening now!
In this episode:
Discover the key to unlocking your ideal retirement
Learn how to determine the perfect retirement age
Understand the impact of life expectancy on your Social Security benefits
Explore the different ages when you can start drawing Social Security benefits
Consider critical tax questions for your unique situation
And so much more!
Don’t miss out on this exciting opportunity to take control of your retirement plans. Tune in now!
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Are you worried about having enough income to live comfortably in retirement? You’re not alone.
But what if you had access to a platform that could empower you to make better-informed decisions around social security and create a customized, time-segmented income plan that can be easily managed throughout retirement?
Join Sheryl O’Connor and Phil Lubinski, experts in the retirement marketplace, as they unveil IncomeConductor®, a revolutionary platform that helps retirees and advisors plan for the future with confidence. Don’t miss this opportunity to take control of your retirement income and secure your financial future.
In this episode, Phil and Sheryl dive into:
The game-changing power of IncomeConductor® – the revolutionary platform for customized, time-segmented income plans for retirees
Social security claiming strategy assistance with IncomeConductor®
Traditional retirement planning methods have long relied on the “plan till your 9s” approach, but why this is not always the best idea
How Artisan Wealth Strategies incorporates IncomeConductor® for client’s retirement plan
Sheryl is a senior executive with over 25 years of experience in financial services and technology innovation. A demonstrated leader and entrepreneur with a proven track record and results, Sheryl is skilled at building large enterprise program teams across global business and technology sectors as well as small, agile teams at start-ups. She has spent the last 13 years delivering business value to financial firms and advisors through innovative programs and technology and is a noted speaker and panel member at various industry and association events.
Currently, Sherly is the Co-Founder of IncomeConductor (WealthConductor LLC) which provides a complete program to financial advisors who wish to capture the exploding opportunities in the distribution marketplace, including a platform of support services and an award-winning SaaS technology, IncomeConductor®.
Phil has spent over 30 years as a financial advisor, serving almost exclusively retirement income planning clients. He has trained thousands of advisors from around the country on his time-segmented retirement income strategy.
Phil has co-developed several fintech systems designed to help advisors create income plans for their clients. After successfully transitioning his practice, he helped co-found WealthConductor LLC with the intention of creating IncomeConductor, the best-in-class time-segmented income software. Phil contributes his financial planning and retirement income expertise to the software design as well as the training and case consultation services.
Donor-advised funds are an amazing part of the nonprofit landscape, but they can also be hard to understand. As the market is changing, charitable giving can be a way to remain resilient, keep more of your taxes and do good at the same time.
In this episode, Brett Ramsey speaks with one of his clients, Ron, about the benefits of using Donor-advised funds. They two talk about how this charitable giving option works and how you can contribute to this tool as part of your philanthropic efforts.
Brett and Ron discuss:
How to establish your donor-advised fund (DAF)
The ways you may be eligible to claim an itemized tax deduction on donor-advised funds
How you can structure your (DAF) in a way that best meets your charitable goals
What inspired Brett and Ron to open a (DAF) and how it has impacted their lives
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
At Artisan Wealth Strategies we’re always thinking about how to elevate the retirement planning process for our clients.
When it comes to your retirement vision, it’s important for us to create a process that takes into account your income and your health.
In this week’s episode, Brett Ramsey will talk about his streamlined process and how he’s been able to build a strong client experience through clear expectations.
Tune in to learn more about what to expect from the retirement planning processes at Artisan Wealth.
Brett Discusses:
The 3 part service model Artisan Wealth Strategies gives their clients in retirement that makes every experience unique
What HALO by Genivity is and how this type of health analysis can help you
The tax component of retirement and how to understand it
Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.
Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them aim for their goals.
So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.
Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.
Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.
An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
Handcrafted for a confident retirement is the motto Artisan Wealth Strategies prides itself on.
The commitment to this statement is why one of the first things discussed with any client at Artisan is to understand their circumstances and really get to know them over time.
Back with the second episode of Handcrafting Your Retirement, we get to know the story behind the Artisan name and the vision for this podcast. Our host, Brett Ramsey CFP, MBA shares insightful wisdom about the importance of building relationships with clients over time to increase confidence in their retirement. He helps us understand what makes a relationship go from good to great, and how his unique background has impacted the way he has evolved his business to where it stands today.
Brett discusses:
The business model and philosophy that Artisan Wealth Strategies prides itself on
Why a timed relationship is a key process in retirement planning
The importance of developing contingency plans to increase confidence
How evolving and adapting in life, and retirement planning, are imperative to getting the outcomes you want
Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.
Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them reach their goals.
So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.
Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.
Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.
An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voices in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
“Helping make your money last one day longer than you” is one of the notions Artisan Wealth Strategies stands by.
In this very first episode of Handcrafting Your Retirement podcast, Brett Ramsey CFP, MBA, co-owner of Artisan Wealth Strategies, gives listeners a grasp of what this notion means and why it should matter to you.
Tune in to the inaugural episode where you will learn about Brett’s passion for educating retirees on finance, how Artisan Wealth Strategies approaches the client advisor relationship and the experiences that started from when Brett was a young boy that have helped shape his career.
Brett discusses:
His personal story and how lessons he’s learned along the way have taught him to approach every client in a unique way
The history behind why he got into the financial industry to help retirees and what inspired him to take this path
The Artisan Wealth Strategy philosophy and what sets them apart
Brett is one of our owners and LPL financial advisors here at Artisan Wealth Strategies and has been in the financial industry for 20 years. He specializes in retirement income planning, as well as comprehensive financial planning, and enjoys guiding and supporting his clients through major financial decisions in their lives.
Brett attended Case Western Reserve University, where he received his undergraduate degree in Mechanical and Aerospace Engineering. He went on to attend Duke’s Fuqua School of Business to receive his MBA. While working as an executive at an insurance company, Brett began to realize how much he enjoyed working directly with his clients and wanted to be able to provide more comprehensive support and guidance to help them reach their goals.
So, he received his CFP® certification to become a financial advisor, and soon began helping clients on their financial journeys. In his 20 years in the industry, he’s worked for major financial corporations such as Sheridan Road Financial, Novus Wealth Management, and Nettworth Financial Group prior to establishing his own financial planning practice. Now, he provides his clients at Artisan Wealth Strategies with personalized service and a wealth of knowledge accumulated from his decades of experience.
Raised in a small town in Arkansas, Brett credits his father with teaching him the value of a dollar from a very young age. Every night after work, his father would watch the nightly business report on PBS, and Brett would join him. Through those nightly reports and his father’s guidance, Brett has always had an innate understanding of finances and how to manage money well.
Brett now lives in Carmel, Indiana, with his wife, Christine, and their three children—Maryrose, Caroline, and Grant. His family is his favorite pastime, but he’s also an avid athlete. He’s run several half marathons and a full marathon, loves to golf, and enjoys coaching others as well.
An active member of his community, Brett has organized many educational classes on financial topics such as budgeting, eliminating debt, and planning for retirement, and has volunteered and taught similar classes for many non-profit organizations. Above all, Brett is committed to educating others—especially his clients—to become confident in their own financial decisions.
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC
The opinions voices in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
